EPAM Systems Raises Full-Year Revenue Outlook After Q2 2025 Earnings.

EPAM Systems reported Q2 2025 revenues of $1.353 billion, up 18% YoY. The company raised its full-year 2025 revenue growth guidance to 13-15% and increased its Q3 2025 revenue expectations to $1.365-$1.380 billion, indicating a 17.6% YoY growth rate. Non-GAAP diluted EPS rose 13.1% to $2.77.

EPAM Systems, Inc. (EPAM) reported its second-quarter (Q2) 2025 financial results, showcasing robust growth and a positive outlook for the remainder of the year. The digital transformation services and product engineering company reported revenues of $1.353 billion, representing an 18.0% year-over-year (YoY) increase [1]. This growth was driven by strong organic constant currency revenue growth and favorable foreign exchange rate assumptions.

The company also raised its full-year 2025 revenue growth guidance to a range of 13.0% to 15.0%, reflecting its continued commitment to growth and expansion [1]. Additionally, EPAM increased its third-quarter (Q3) 2025 revenue expectations to a range of $1.365 billion to $1.380 billion, indicating a YoY growth rate of 17.6% at the midpoint of the range [2].

Non-GAAP diluted earnings per share (EPS) rose 13.1% to $2.77, while GAAP diluted EPS decreased to $1.56. The company's GAAP income from operations was 9.3% of revenue, while non-GAAP income from operations reached 15.0% [1].

EPAM Systems also reported a significant increase in its share repurchase program, repurchasing 1.087 million shares of its common stock for $194.9 million during the second quarter of 2025 [1]. This move underscores the company's confidence in its financial health and future prospects.

The investment community has reacted positively to EPAM's Q2 results and revised outlook, with 14 buy ratings, 5 hold ratings, and 0 sell ratings on EPAM stocks [1]. This reflects investor optimism following the strong Q2 performance and the company's upward revision of its financial projections.

In summary, EPAM Systems' Q2 2025 results demonstrate the company's resilience and growth potential in the digital transformation and product engineering sectors. The company's strategic initiatives, focus on AI-led solutions, and strong client relationships position it well for future success.

References:
[1] https://www.tradingview.com/news/tradingview:b2a34e76add95:0-epam-systems-q2-2025-financial-results/
[2] https://www.rttnews.com/3563417/epam-systems-stock-up-as-q2-beats-street-sees-q3-earnings-above-market-lifts-fy25-outlook-update.aspx?type=ern